This time is different for humanoid robotics because large language models have essentially solved perception, and the combination of safety-certified hardware and sub-$1-per-hour operating costs makes widespread deployment inevitable.
Jonathan Hurst explains that LLMs have made robot perception 'all but solved' — robots can now understand their environment semantically. Combined with Digit V5's safety certification (no physical barrier needed between robot and human) and economics approaching $1/hour vs. $20-40/hour human labor, the path to mass deployment is clear. ✦ AI generated
Professor Jonathan Hurst · All-In Podcast · 2026-07-29 · original ↗
starts at this moment · 49:08
“explain to the audience why this time is different and why you believe this time we're going to see robotics and humanoid robotics specifically deployed at a scale that I think we can both agree will be maybe in the next 20 30 years one-to-one with humans on the planet”
It is very easy to make a robot that looks like a person. It's very hard to make a robot that can do useful things in human spaces. And we're starting to see that today and that's the difference. So even if it doesn't look exactly like a human, but maybe a little bit humanoid, but it's doing useful work, that's where the impact matters. And because of large language models, a lot of things have now become free. When these robots look at a table here and you say, 'What's on the table?' It knows that's a phone. It knows this is paper, tea, water. It probably knows how many ounces are in each. If it were sitting here 3 or 4 years ago, it wouldn't actually know what was in the world. You would have to program it in a very narrow way. Perception was incredibly difficult. And the fact that perception is all but solved at this point is a really, really huge inflection point. ... Digit V5 which is coming out later this year is the first time that a humanoid robot a robot which is balancing can step out of a work cell and does not need a physical barrier between the robot and the person to maintain safety in this warehouse. ... we get 20 hours 365 days a year, you know, now you're in that 78,000 hours a year. Let's put it at 8,000 5 years 40,000 hours of work. ... People tend to think these things are going to cost 20, 30, $40,000. They will at some point. ... So that's a dollar an hour. These people are being paid in factories currently $40 an hour.
verbatim transcript · starts at 49:08
49:08>> yeah well I would say generally it is very easy to make a robot that looks like a person >> and that's why we've seen humanoid for 100 years in one. It's very hard to make a robot that can do useful things in human spaces. >> And we're starting to see that today and that's the difference. So even if it doesn't look exactly like a human, but
49:25maybe a little bit humanoid, but it's doing useful work, >> that's where the impact matters. >> And because of large language models, >> a lot of things have now become free. When these robots look at a table here, >> Yeah. >> and you say, "What's on the table?" It knows that's a phone. It knows this is paper, tea, water. It probably knows how many ounces are in each.
49:47>> Yeah. >> If it were sitting here 3 or 4 years ago, >> it wouldn't actually know >> what was in the world. You would have to program it in a very narrow way. Yeah. >> Yeah. Perception was incredibly difficult. And the fact that perception is all but solved at this point is a really, really huge inflection point. I mean, you know, I said, yes, robots doing useful things, but also people can
50:07now see the future of generality. AI is really enabling that much more broad um you know context awareness for these robots so people can see that this is going to be useful gen generally doing many useful things very soon. >> So there's perception the robot has to understand the world. >> Yep. But then there always seemed to be this blocker with getting the robot out of a very confined narrow task like you
50:32know in a factory >> and I my perception is it was the communication and the training level. Maybe we can unpack that a bit because my understanding was previously you basically had to hardcode the robot if you were going to make a cup of coffee. We have a company I invested in Cafe X and it is a robotic arm. >> Mhm. makes a cup of coffee perfectly
50:55every time, can draft a beer, all that stuff, but it had to be manually coded. Now, the instruction set because of perception, because of language models, having trained on every video on the internet, every coffee recipe that also seems to be for free. Am I wrong or >> not yet? It's actually quite different. So, language models, think of it like it's a it's now becoming kind of a
51:18commodity like the internet. It's available to everybody. It's this amazing rising tide. But these language models are trained off of the entire data on the internet and that data does not exist for robot control. You know what's the example for your robot of all the torqus all the torque commands to every motor given all the sensor input. There's no training set of data. So you have to generate and create that somehow
51:40>> and there's a lot of different approaches and ways people are are going about this. And some of these AI tools again think of AI not as a blackbox but as a big tent of many different very different useful computational tools right in order to control a robot you can do these things by learning from demonstration you can give it you can tellyoperate the robot start to train
- ·Perception was incredibly difficult 3–4 years ago
- ·LLMs now let robots semantically understand any scene
- ·Robot identifies phone, paper, tea, water on a table
- ·Perception is 'all but solved' — a huge inflection point
- ·Digit V5 needs no physical barrier between robot and human
- ·First balancing humanoid certified to work alongside people
- ·Robot costs approach $1/hour vs. $40/hour factory labor
- ·78,000 hours/year of continuous operation per robot